Relationship Bankers build customer relationships through in-person, appointment-based, and virtual interactions, using a digital-first mindset to provide counsel and meet banking needs. They establish trust by assessing customer needs, obtaining and processing customer and account information, explaining deposit and loan products and services, and recommending solutions aligned with each customer’s goals. The role includes proactive outreach and follow-up, identifying appropriate solutions for new and existing customers, maintaining knowledge of consumer and business banking products and digital services, greeting customers, and processing basic transactions. Relationship Bankers work collaboratively with branch team members and partners, open consumer and business accounts, complete service requests, submit credit applications, and educate customers about digital and self-service options. They use available resources and technologies to deliver an accurate, consistent customer experience and operational excellence. This position requires National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z. Registration includes a criminal background and credit check; failure to meet or maintain registration requirements may result in rescission of an offer or termination of employment.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED